Summit Trail Advisors »

iShares Lehman Aggregate Bond shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $92M 926k 99.25
2023-09-30 $103M 1.1M 94.04
2023-06-30 $81M 829k 97.95
2023-03-31 $31M 306k 99.64
2022-12-31 $19M 192k 96.99
2022-09-30 $15M 155k 96.34
2022-06-30 $14M 139k 101.68
2022-03-31 $9.8M 91k 107.10
2021-12-31 $9.2M 81k 114.08
2021-09-30 $13M 109k 114.83
2021-06-30 $15M 128k 115.33
2021-03-31 $16M 136k 113.83
2020-12-31 $16M 132k 118.19
2020-09-30 $15M 124k 117.62
2020-06-30 $13M 113k 118.21
2020-03-31 $9.5M 83k 115.36
2019-09-30 $4.8M 42k 113.17
2019-06-30 $3.4M 31k 111.36
2019-03-31 $3.7M 34k 109.07
2018-03-31 $1.8M 1.8M 1.00
2017-12-31 $3.4M 32k 108.62